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Pelion Venture Partners: investment adviser
Pelion, Inc, doing business as Pelion Venture Partners, is an investment adviser registered with the SEC (file 802-75699, CRD 162762). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.
- Assets managed
- –
- Discretionary
- –
- Accounts
- –
- Employees
- –
- In advisory roles
- –
- Disclosures
- 0
SEC adviser record · Full Form ADV (PDF)
The firm reports no custody of client cash or securities.
Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.
Who owns it
Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.
Direct owners (Schedule A)
| Owner | Type | Role | Stake | Since | Control | Public company |
|---|---|---|---|---|---|---|
| Christian Coyte Cooper | Person | Managing member - treadstone managment, L.L.C. | B 10% to 25% | Feb 2025 | Yes | |
| Steven Morris Glover | Person | Managing member - treadstone managment, L.L.C. | B 10% to 25% | Feb 2025 | Yes | |
| GP Investment Trust | Company (U.S.) | Member of pelion MV GP, L.L.C. | B 10% to 25% | Apr 2021 | ||
| Tyler Daren Hogge | Person | Managing member - treadstone managment, L.L.C. | B 10% to 25% | Feb 2025 | Yes | |
| Jeffrey Scott Kearl | Person | Managing member - treadstone managment, L.L.C. Managment, L.L.C. | B 10% to 25% | Feb 2025 | Yes | |
| Carl Scotius Ledbetter | Person | Member - pelion venture partners VI, L.L.C. | B 10% to 25% | Apr 2015 | ||
| Blake G Modersitzki | Person | Managing member - treadstone managment, L.L.C. | B 10% to 25% | Feb 2025 | Yes | |
| Chad David Packard | Person | Managing member - pelion ventures VIII financial institutions GP, L.L.C. | B 10% to 25% | Sep 2023 | Yes | |
| Pelion Inc. | Company (U.S.) | Member - pelion ventures VIII financial institutions GP, L.L.C. | B 10% to 25% | Sep 2023 | ||
| The Blake G Modersitzski 2020 | Company (U.S.) | Managing member - pelion | B 10% to 25% | Jan 2021 | Yes | |
| The Blake G Modersitzski 2020 Irrevocable Trust | Company (U.S.) | Member of pelion MV GP, L.L.C. | B 10% to 25% | Apr 2021 | ||
| The Capitola Trust | Company (U.S.) | Member of pelion MV GP, L.L.C. | B 10% to 25% | Apr 2021 | ||
| The Dexter Trust | Company (U.S.) | Managing member - pelion ventures v financial institutions GP, L.L.C. | B 10% to 25% | Jan 2021 | Yes | |
| Benjamin Middleton Dahl | Person | Member - pelion venture partners VI, L.L.C. | A 5% to 10% | Apr 2015 | ||
| Matthew Fulton Mosman | Person | Managing member - pelion ventures VIII financial institutions GP, L.L.C. | A 5% to 10% | Sep 2023 | Yes | |
| Oaxaca Dynasty Trust | Company (U.S.) | Member of pelion MV GP, L.L.C. | A 5% to 10% | Apr 2021 |
Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.
Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.
Disciplinary history
The firm answered No to every disciplinary question on Form ADV (Item 11).
The brochure
No brochure text was read for this firm.
Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.